+25.9%
NDAQ vs VO
+14.1%
+11.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.3% |
| 7D | +1.7% | +2.9% | -1.2% | -0.4% |
| 30D | +16.2% | +1.0% | +15.2% | +15.4% |
| 3M | +14.0% | -1.7% | +15.7% | +15.3% |
| 6M | +22.3% | +6.7% | +15.6% | +16.6% |
| YTD | +13.0% | +14.0% | -1.0% | +3.3% |
| All | +25.9% | +14.1% | +11.8% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling